Get a deep dive into tax time savings research in a brand-new study, complete with a peer discussion webinar!

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Explore Tax Time Savings Behaviors!

Anyone who works with low- and moderate-income tax filers and families can tell you that there's a significant need for strong data that measures their savings behaviors and financial wellbeing. To address that need, the Taxpayer Opportunity Network partnered with three different platforms to research, compile and publish “ Evaluating Tax Time Savings Interventions and Behaviors [[link removed]].”

This report provides a new and unique look at low- and moderate-income tax filers by comparing tax filers’ outcomes over time from several states across three different tax-filing and savings program platforms: VITA sites, online tax filing through the Turbo Tax Free File Product and SaverLife’s saving program. With deep, step-by-step analysis combined with individual key findings and applications for initiatives beyond tax preparation, the report offers a complete package of insight on savings and tax time. You can download the report and share it with any partners who’d be interested in this unique picture into the wellbeing and behaviors of low- and moderate-income tax filers.

To cap off this report release, the Taxpayer Opportunity Network will host a webinar in February to answer all of your questions and dive further into the report! Stay tuned for a webinar invite!

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